Phreesia, Inc.

Phreesia, Inc.

PHRยทNYSE

$9.65

-6.9%
HealthcareMedical - Healthcare Information Services

Phreesia, Inc. provides an integrated SaaS-based software and payment platform for the healthcare industry in the United States and Canada. Its Phreesia Platform offers a suite of solutions to manage the patient intake process, as well as an integrated payments solution for processing of patient payments. The company deploys its platform in a range of modalities, such as Phreesia Mobile, a patients' mobile device; Phreesia Dashboard, a web-based dashboard for healthcare services clients; PhreesiaPads, which are self-service intake tablets; and Arrivals Kiosks that are on-site kiosks. Its Phreesia Platform also provides a registration solution to automate patient self-registration; revenue cycle solution, which offer insurance-verification processes, point-of-sale payments applications, and cost estimation tools; access solutions that offers appointment scheduling system for online appointments, reminders, and referral tracking; and life sciences solution to deliver targeted and clinically relevant marketing content to patients. In addition, the company's Phreesia Platform offers clinical support solution, which collects clinical intake and patient reported outcome (PRO) data for approximately 25 specialties, as well as enables healthcare services clients to communicate with their patients through surveys, announcements, text and email messaging, and health campaigns; and COVID-19 support modules for managing COVID-19 vaccine delivery and identify vaccine-hesitant patients, screening for self-reported COVID-19 risk factors, enabling contactless check-in during in-person visits, and collecting intake information during telehealth visits. It serves patients; single-specialty practices, multi-specialty groups, and health systems; and pharmaceutical, medical device, and biotechnology companies. The company was incorporated in 2005 and is headquartered in Raleigh, North Carolina.

At a Glance

Live Snapshot
Market Cap$596.48M
EPS0.0386
P/E Ratio250.00
Earnings Date09/03/2026

SEC Filings

PHR - Filing history and reports

Filing TypeFiling DatePeriod EndingFiscal YearActions
10-Q

10-Q 2026 Q2

Q2

May 28, 2026
April 30, 2026
2026
8-K

8-K 2026

N/A

May 27, 2026
May 27, 2026
2026
DEF 14A

DEF 14A 2026

N/A

May 14, 2026
May 14, 2026
2026
8-K

8-K 2026

N/A

May 11, 2026
May 07, 2026
2026
8-K

8-K 2026

N/A

May 04, 2026
April 30, 2026
2026
8-K

8-K 2026

N/A

April 03, 2026
March 30, 2026
2026
10-K

10-K 2026 FY

FY

March 31, 2026
January 31, 2026
2026
8-K

8-K 2026

N/A

March 30, 2026
March 30, 2026
2026
8-K

8-K 2026

N/A

March 16, 2026
March 13, 2026
2026
8-K

8-K 2026

N/A

February 23, 2026
February 23, 2026
2026
Showing 1 to 10 of 106 filings

Understanding SEC Filings

Essential regulatory documents for investors

SEC filings are mandatory documents that publicly traded companies must submit to the Securities and Exchange Commission. These reports provide critical insights into a company's financial health, operations, risks, and strategic direction. For investors conducting due diligence, these filings are the most authoritative source of company information.

10-K

Annual Report

Comprehensive annual financial report filed within 60-90 days of fiscal year-end. Includes audited financial statements, management discussion & analysis (MD&A), risk factors, and detailed business operations. The most thorough financial disclosure of the year.

Filed annually
10-Q

Quarterly Report

Unaudited quarterly financial report filed within 40-45 days after each of the first three fiscal quarters. Provides updates on financial position, results of operations, and significant events. Essential for tracking quarterly performance trends.

Filed 3 times per year
8-K

Current Report

Event-driven filing for material events that shareholders should know about, filed within 4 business days. Includes acquisitions, executive changes, bankruptcy, earnings releases, and other significant developments. Critical for staying informed about breaking news.

Filed as events occur
DEF 14A

Proxy Statement

Definitive proxy statement sent to shareholders before annual meetings. Contains executive compensation details, board member information, voting matters, and corporate governance policies. Key for understanding management incentives and board composition.

Filed before shareholder meetings
S-1

Registration Statement

Initial registration for securities offerings, including IPOs. Provides detailed company history, business model, financial statements, risk factors, and use of proceeds. Essential for evaluating new investment opportunities and understanding company fundamentals.

Filed for new offerings
20-F

Foreign Annual Report

Annual report for foreign private issuers, equivalent to Form 10-K for non-U.S. companies. Filed within 4-6 months of fiscal year-end. Contains audited financials, business description, and regulatory disclosures adapted for international companies.

Foreign companies only

Why SEC Filings Matter

  • Regulatory Accuracy: Filings are subject to SEC review and legal penalties for misstatements, ensuring high data quality
  • Management Insights: MD&A sections reveal management's perspective on trends, challenges, and future outlook
  • Risk Assessment: Detailed risk factor disclosures help investors understand potential threats to business operations
  • Competitive Analysis: Business descriptions and segment data enable comparison with industry peers
  • Historical Context: Years of filings provide trend analysis and context for current performance